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Web to Lead Form and Email Communication with Dynamics CRM

If you are set up to capture web form information in Dynamics CRM, you are already doing some things right. However, are you properly communicating with them once they have taken the time to fill out the form?

When somebody fills out a web form on your webpage, you want them to know that you’ve received their information and in a timely manner! Who doesn’t love to receive an email instantly, verifying that their submission has been received, and that someone will be in touch with them shortly? It simply reaffirms they made the right choice by filling out the form.

Combining the power Microsoft Dynamics CRM add-on, PowerWebForm, and a simple out-of-the-box CRM workflow, you can easily close the communication loop.

Let’s say we have a “Contact Us” form that someone fills out when they need to connect with our organization. We’ve already created the web form, mapping our form fields to CRM fields and deciding we want to create a lead for every form that’s submitted. We’ve also set our duplicate detection so that if a duplicate is found based on Last name and email (a web form activity will be appended to the existing lead, instead of creating a new one) so our CRM stays nice and de-duped.

7. Use the “Dynamic Values” form assistant on the right hand side to put the {Regarding{Web Form Activity}} merge tag in the “To” and “Regarding” fields. Specify who the email is from, the subject of the email, and what you would like the email to say. Then, Save & Close.

Remember, it’s always a good idea to test your web form and workflow to make sure everything’s working like it should. Now, when someone fills out a PowerWebForm on your website, they will instantly receive an email thanking them for reaching out and ensuring them that they have been heard. That’s the power of using a CRM workflow and PowerWebForm.

Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

The integration of Adobe Campaign and Dynamics 365 allows your marketing team to personalize and segment your message based on your CRM data. Learn more in this blog!

PowerObjects, an HCL Technologies Company, is a leader in delivering Microsoft Dynamics 365 solutions through unparalleled offerings of service, support, education and add-ons. Winner of the 2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration, PowerObjects has built an unmatched team of Dynamics 365 experts that help organizations increase productivity, streamline business processes, and build better relationships.